Business Financial Advisor (Talent Pool) at FNB in KwaZulu Natal
FNB · Durban, KwaZulu Natal
Overview
FNB is building a talent pool of Business Financial Advisors for future roles across KwaZulu Natal, including Durban, Pietermaritzburg, Richards Bay and Newcastle. If you have a financial planning degree, RE5 and at least five years of advisory sales experience, this is your chance to join a leading bank and help clients reach their financial goals. Applications are open now for this pipeline opportunity.
About the role
FNB is looking for experienced Business Financial Advisors to join its talent pool for future opportunities in the KwaZulu Natal region. This is not an active vacancy but a pipeline for similar roles that may open up, so your application will be considered when suitable positions become available.
As a Business Financial Advisor, you will work within a team of self-motivated sales professionals, providing risk and investment advice to clients. You will help clients achieve their financial goals while adhering to FAIS compliance requirements and FNB Premium advisory sales and product mandates.
Advisors are needed in these areas: Umhlanga (Durban), Pietermaritzburg, Richards Bay, Port Shepstone, Newcastle or Ladysmith.
Application note: This advertisement is for a talent pool and not an active vacancy. You will not receive an immediate decline notice or status update. Applications close on 21 November 2026. Apply via the FNB official careers site.
Requirements
- Relevant degree in Financial Planning or an industry related degree
- CFP designation (Certified Financial Planner) is preferable
- RE5 certification
- Bilingual in Afrikaans and English
- Must not be under supervision for the following subcategories: Long-Term Insurance A, B1, B2, B2-A, B1-A, Structured Deposits, Participatory Interest in Hedge Fund, Long-Term Insurance C, Retail Pension Benefits, Pension Funds Benefit, Shares, Money Market Instruments, Participatory Interests in a Collective Investment Scheme, Forex Investment, Long-Term Deposits, Short-Term Deposits
- At least 5 years experience in a similar environment
- Experience in writing business insurance policies
- Experience in sales, investment and risk acumen
- Experience within the financial services sector
- Must not be an unrehabilitated insolvent
- Credit record check required in accordance with the National Credit Act (NCA)
Responsibilities
- Achieve pre-determined sales targets by identifying opportunities to advise on FirstRand investment and risk products
- Identify new business opportunities and forward leads to the appropriate product house to ensure cross sell opportunities and strengthen client relationships
- Deliver exceptional financial advice to FNB customers through proactive, innovative and appropriate solutions
- Manage new clients and personal portfolios, identifying specific needs and goals in respect of financial advice
- Manage existing clients and grow the portfolio by contacting customers, generating leads and growing the active customer account base
- Ensure adherence to relevant processes and compliance with legislative and audit requirements
- Manage high volume and less complex deals
- Keep up to date with your own area of expertise to maintain a professional knowledge base
Job details
- Organisation
- FNB
- Location
- Durban, KwaZulu Natal
- Job type
- Full time
- Experience level
- Senior (5+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 21 November 2026
- Application Method
- Apply online
Success Guide
This role is for FNB's talent pool, which means there is no active vacancy right now. That is not a bad thing. It is a smart way to get your profile in front of recruiters before a position opens up in your area. Make sure your CV clearly shows your RE5, your financial planning degree, and at least five years of advisory sales experience. If you have CFP, highlight it. The listing mentions specific insurance subcategories, so list the ones you are registered for without supervision. Also, FNB is bilingual, so mention your Afrikaans and English fluency. Because the role involves credit checks and a clean financial record, be prepared for that during the process. Apply online through the FNB careers portal before 21 November 2026. Good luck!
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